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            Bucket a Date Field in a Recipe

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            Bucket a Date Field in a Recipe

            Add a field to a recipe to bucket values in a specified date field.

            Required Editions

            Available in Salesforce Classic and Lightning Experience.
            Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition.
            User Permissions Needed
            To create a recipe: Edit CRM Analytics Dataflows OR Edit Dataset Recipes
            Note
            Note To bucket date values in a Data Prep recipe, see Categorize Date Column Values into Buckets.

            A bucket field lets you create new values based on existing values in another field. For example, use a bucket field to categorize support cases according to the season they were opened.

            1. On the column header of the date field you want to bucket, click Column menu button, and then select Bucket.
              Bucket settings appear in the Add Transformation panel below the preview data. The default mode is Absolute, which lets you specify a date range and name for each bucket.
              Date bucket dialog
            2. Enter a start date and end date for Bucket1, and enter a name for the bucket.
              In this example, you want each bucket to be a season, so you enter the date range for winter and enter the bucket name.
              Date range for winter in bucket field
            3. To add more buckets, click Add bucket button and repeat step 2.
            4. To bucket remaining values that you have not bucketed, select Bucket remaining values and enter a bucket for these values.
              If you don’t select this option, rows with unbucketed values keep the same value in the new bucket field.
            5. When you have completed all the buckets, click Add.
              The new bucket field appears next to the source field in the recipe preview.
              Date bucket field in preview

            In Relative mode, each bucket is a period of time relative to the date that the recipe runs. You can create bucket periods based on days, weeks, months, quarters, or even years. For example, create a bucket field from the case created date to categorize cases by when they were opened.

            Date bucket relative dialog

            When you create a relative date bucket field, manually enter the start and end of each period, or use the sliders.

            Tip
            Tip You can use a bucket field to filter rows in a recipe.
             
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